We are a financial planning firm committed to helping people reach their goals and aspirations
We are a financial planning firm committed to helping people reach their goals and aspirations.
Implementing an effective tax strategy can save you thousands of dollars per year. We utilize tax sheltered accounts, tax free investments and other resources to help you make sure that you aren’t paying more than your fair share.
You have spent years building your wealth. Allow us to craft a personalized strategy to protect your assets for future generations.
Our experience, process and products provide you with professional investment management allowing you to focus on living the life you enjoy.
Identifying your retirement income goals and keeping you on track along the way through thorough reporting and communication.
While developing a customized financial plan, you will travel a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, a customized approach of appropriate strategies will be presented to help you reach your objectives. We can help you execute a sound financial plan utilizing:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Insurance and annuity products
- Cash reserves
Meet our amazing team
Christian DePaul CFP, CDFA, MS
Certified Financial Planner
We are a full-service financial planning firm committed to helping people see their financial goals and aspirations come to fruition. We offer a wide range of financial products and services to individuals and business owners. You will be better able to identify your goals and make sound decisions by following sound direction.
Christian has been helping individuals and business owners for more than 25 years develop and attain financial goals. Currently Christian is licensed to conduct business in eleven states
This practice has a foundation of developing and maintaining lasting relationships. (Hint: Christian still has his first client!)
One of the benefits of working with DePaul Wealth Management is the clear, easily understood explanations of financial products and services. Your personalized program will act like a financial compass to a secure financial future.
Ready to reach your financial goals?
Get in touch today